1. Suzlon Energy Ltd. 1 Emerging technologies and strategies for Green Energy in Railways

2. Suzlon Energy Ltd. Why Wind Energy? Science of Wind Energy Wind Energy : Overview of Opportunities Green perspective of Indian Railways Suzlon : Leadership & Capabilities Agenda

3. Suzlon Energy Ltd. Why renewable energy? High economic growth leading to exponential demand for energy Over-dependence on imports of fossil fuel for energy generation Alarming increase in the cost of fossil fuel Looming dangers of global warming Excessive CO2 emissions as a result of conventional fossil fuel power generation Mounting global pressure to curb emission levels

4. Suzlon Energy Ltd. 3 way benefits of wind energy Energy - Reducing dependency on imported expensive fossil fuel to achieve the ‘Energy Security’ in long term Environment - Reducing carbon footprint to mitigate global warming Economics - Profitable investment & sustainable returns

5. Suzlon Energy Ltd. 5 Why Wind Energy? Science of Wind Energy Wind Energy : Overview of Opportunities Green perspective of Indian Railways Suzlon : Leadership & Capabilities Agenda

6. Suzlon Energy Ltd. Science of Wind Energy 6

7. Suzlon Energy Ltd. 7 Science of Wind Energy

8. Suzlon Energy Ltd. Why Wind Energy? Science of Wind Energy Wind Energy : Overview of Opportunities Green perspective of Indian Railways Suzlon : Leadership & Capabilities Agenda

9. Suzlon Energy Ltd. Drivers of growth for wind energy in India High Growth Potential for Wind Power Market in India Economic growth & surging power demand Matured Wind Power market Progressive Policy Support Dedicated ministry and established regulatory framework Strong policy support with multiple revenue options and incentives Established long term preferential tariff mechanism Aggressive targets & commitment under govt.’s national action plan (NAPCC) 14 GW installed – world’s 5 th largest 71 % Share in country’s Renewable Energy Est. potential of ~ 50 GW, largely untapped Access to latest technology, supply chain and expertise Currently 2GW annual market, likely to grow to 4GW size

10. Suzlon Energy Ltd. Wind map of India Nodal agency: CWET CWET identified potential of 48000+ MW but industry estimates it to be between 60000 to 100000MW Wind potential is concentrated in southern, western and north- western regions Grid connected projects operational in 8 states Cumulative installed capacity as of March 2011 is over 14 GW *Ref: Market Data as of March 2011 StatePotentialInstalled * TN5530 MW 5900 MW MAH4584 MW 2312 MW GUJ10645 MW 2175 MW KAR11531 MW 1736 MW RAJ4858 MW 1525 MW MP1019 MW 276 MW AP8275 MW 200 MW Other2120 MW 33 MW Total48561 MW 14156 MW

11. Suzlon Energy Ltd. Growth of wind energy in India 1995 470 MW 2000 1170 MW 2005 4388 MW In FY 2010-11, India added over 2300 MW of new capacity to emerge as world’s 3 rd largest market, behind China and USA Cumulatively, India is 5th biggest market in the world with over 14 GW of commissioned wind energy capacity Market grew almost three fold in size over the last 6 years Estimated wind power potential between 48 – 100 GW Growth of Indian wind energy market March 2011 14000+ MW New Policy Initiatives like GBI, REC, RPO & CERC Tariff Reforms Rising Power Demand & Need for Mitigation of Climate Change Large scale development by IPP players Future drivers for market acceleration in India * CWET & MNRE estimates 48GW but industry experts believe it could be up to 100 GW

12. Suzlon Energy Ltd. Measuring the future opportunity Year MU Needed (as per CEA Survey) RE MU (15% as per NAPCC Target) Derived RE Capacity (@33% PLF) 2011-1296965914544950314 2016-17139206620881072233 2021-22191450828717699341 Est. demand in CEA17th Power Survey: 1.91 trillion units. To meet NAPCC target of 15%, installed capacity of renewables will need to reach 100,000MW (at 33% PLF) Even with a conservative estimate of 50% share of wind in RE mix, aprox. 4000MW of yearly capacity addition would be needed in wind alone for next 10 years. A Huge opportunity! Wind@50%50000

13. Suzlon Energy Ltd. Project Investor Financier End to End Solution Provider Land Arrangement, Equipment Supply, Project EPC, VAS & Life Cycle Asset Management End to End Solution Provider Land Arrangement, Equipment Supply, Project EPC, VAS & Life Cycle Asset Management Power Utility Regulatory bodies and nodal agencies Key Stakeholders Power Trading Options Procurement by Local Utilities State REC mandates local discoms to procure renewable power at a binding feed-in tariff under a long term PPA (up to 25 yrs) Captive Usage under Wheeling & Banking After adjusting the losses / charges towards wheeling & transmission, a proportionate set-off is given in the monthly power consumption Open Access / Merchant Power Generation Investor can sell power to any open access consumer (with more than 1 MVA load) after paying OA charges. *Key Benefits / Incentives Options Generation Based Incentive of Rs. 0.5 per unit of power in addition to feed-in tariff Revenue from trading of carbon credits thru’ CDM route Renewable Energy Certificate scheme – dynamic market price discovery model * Eligibility conditions apply. All benefits may not be available simultaneously. Market Framework Preferential Feed- in-tariff under long term PPA

14. Suzlon Energy Ltd. Winds of change Indian wind sector is poised for a quantum leap with progressive policy & regulatory reforms Generation Based Incentive: Expanding opportunities to investors with low / no appetite for depreciation, such as IPPs, EOUs, SEZs, IT/ITeS etc. RPO/RPS & REC: Facilitating compliance of legal mandate to use Renewable Energy CERC Tariff Guidelines: Promising level playing field and decent returns to investors

15. Suzlon Energy Ltd. The GBI scheme Objective: to expand the market by facilitating large scale investment from IPPs & thru’ FDI and to encourage higher generation efficiencies by WPPs Eligibility : First 4000 MW of registered grid connected WPPs commissioned between 19th Dec 2009 to 31st March 2012 and not availing the Accelerated Depreciation benefit MNRE shall pay a special incentive @ Rs. 0.50 per unit (kWh) of wind power fed in to the grid. This shall be in addition to the state specific feed-in tariff The incentive per MW is capped at Rs. 62 lakhs, with a yearly disbursement limit of Rs 15.5 lakhs per MW for the first four years.

16. Suzlon Energy Ltd. The REC mechanism Aimed to facilitate the fulfillment of RPO by the states / obligated entities where the RE potential is not enough for local RE generation Obligated entities (distribution utilities and CPPs) can fulfill RPO either by procuring RE or by purchasing equivalent RECs 1 REC = 1 MWh of electrical power i.e. 1000 units (kWh) fed into the grid. The RE generator may sell electricity and associated RECs separately REC can be traded on power exchange at market determined price To control the trading price of RECs, the CERC has determined a band of forbearance & floor prices (Rs. 3.30 to Rs. 1.50 per kWh) Feed-in Tariff Pooled Cost for Power OR Fixed Variable

17. Suzlon Energy Ltd. 17 Wind energy hedges the power co0st enhance global competitiveness Managing energy costs is key to global competitiveness of energy- intensive industries Energy Costs are “frozen” with wind energy investment

18. Suzlon Energy Ltd. 18 Schematic – Wind Power Wheeling Solution (A) Power Metered at the Point of Generation Ex: Wind Power Project Set-up in South Maharashtra Power is fed in to nearby substation of state transmission utility Power is fed in to the state-wide transmission grid Distribution grid of state power distribution utility Power drawn at the HT meter of the consumer Ex: Customer’s office in Western Maharashtra (C) Power Metered at the Point of Consumption Power drawn at the distribution point substation for supply to consumers (B) T&D and Wheeling Losses (Losses and charges towards transmission, distribution & wheeling process deductible as per state policy) Customer gets unit to unit set-off in monthly bills Net billed = C – (A – B) units Important Condition: The wind power project & the Bank’s beneficiary office should be located anywhere but within the same state

19. Suzlon Energy Ltd. 19 Agenda Why Wind Energy? Science of Wind Energy Wind Energy : Overview of Opportunities Green perspective of Indian Railways Suzlon : Leadership & Capabilities

20. Suzlon Energy Ltd. 20 Energy Scenario of Indian Railways INDIAN RAILWAYS – Most fuel efficient mode of transport exiting in the country INDIAN RAILWAYS is the single largest consumer of Energy in the country (nearly 17.15 billion Kwh per annum). Energy accounts for 24% of the annual operating expense of INDIAN RAILWAYS. 33000 KMs of route to be electrified by 2020 envisaged in vision statement 2020. Strategy for Energy security – All bulk consumers of power are getting to Captive Generation of Energy.

21. Suzlon Energy Ltd. 21 Strategy & Green Initiative of Indian Railways Integral Coach Factory – 10.5 MW of Captive Wind power project to offset ICF’s annual requirement of 23 million Kwh per annum. SCR & NWR - advance stages of installing Wind power Project. PPP mode of investment proposed by NWR is unfeasible for Equipment manufacturer. Vision Statement : 10% of the total energy consumption from renewable source by 2020. Annual reduction of 0.14 million tonnes of CO emissions through 26 million CFLs Saving up to 15% of energy through a improved in both traction as well as non- traction use.

22. Suzlon Energy Ltd. Agenda Why Wind Energy? Science of Wind Energy Wind Energy : Overview of Opportunities Green perspective of Indian Railways Suzlon : Leadership & Capabilities

23. Suzlon Energy Ltd. Low to Med. capacity WTGs (0.6 MW – 2.1 MW) India, USA, China, Australia, Europe, Latin America Wind turbine manufacturer & turnkey solution provider Med. to High capacity WTGs (1.5 MW – 6 MW) China, Europe (mainly Germany), Canada, USA Wind turbine manufacturer (Subsidiary of Suzlon) Product Portfolio Geographical Presence 4,2001,700Current Capacity (MW) 5.9% (8 th largest globally) 3.9% (9 th largest globally) Market share (2010) N/A95.00%Equity stake held by SEL Suzlon group

24. Suzlon Energy Ltd. Complete solution capabilities Vertical Integration Across Supply Chain Solution Capabilities Across Value Chain Supply Chain + Project Development + Asset Management Project PlanningSite Infrastructure DevelopmentLife Cycle Asset Management Wind Resource MappingEPC & Project Commissioning Operations & Maintenance with Equipment Supplies Power Evacuation95% Machine Availability Guarantee Project PlanningSite Infrastructure DevelopmentLife Cycle Asset Management Wind Resource MappingEPC & Project Commissioning Operations & Maintenance with Equipment Supplies Power Evacuation95% Machine Availability Guarantee 600 kW – 1.25 MW 1.25 – 1.5 MW 1.5 - 2.5 MW 2.5 – 3.0 MW Suzlon REpower 3.0 – 6.0 MW Widest Range of Onshore & Offshore Wind Turbine Options

25. Suzlon Energy Ltd. S9X Evolution from the proven S88 platform Current S88 SFS Robust Gearbox DFIG Technology Advanced Pitch System Taller Tower Heights New Nacelle Design + Additional Yaw Drive S97 DFIG (2.1 MW) = Improved Robustness and Performance 95m rotor diameter Wind class IIa Optional hub heights S95 DFIG (2.1 MW) = + + Starting point: Existing, reliable workhorse S88 Starting point: Existing, reliable workhorse S88 Standardize as many components as possible by strengthening critical points Improve performance by moving to variable speed Standardize as many components as possible by strengthening critical points Improve performance by moving to variable speed Improve performance by using larger rotors Improve performance by using new airfoils Improve performance by using larger rotors Improve performance by using new airfoils Result: Stronger performance and improved reliability Result: Stronger performance and improved reliability 97m rotor diameter Wind Class IIIa Optional hub heights Current Product Enhancements New S9X Platform

26. Suzlon Energy Ltd. 26 S9X Suite of Wind Turbines

27. Suzlon Energy Ltd. 27 Cumulative group installed base of more than 16,000 MW accounts for ~9% of global installations backed by robust sales infrastructure Germany Italy France UK Belgium Canada China Turkey India Brazil Nicaragua Japan Suzlon REpower Both 1: As on March 2011; Includes all installed and SCADA connected systems; 2. REpower installation from 2001 onwards N. America Canada 4 USA 2,991 Total 2,995 Portugal & Spain Europe installations Germany 1,968 France 1,160 UK 548 Others 1,345 Total 5,021 Asia China985 Japan 118 India6,218 Sri Lanka10 Total 7,333 Australia Total 743 S. America Brazil 384 Nicaragua 63 Total 447 (Figures in MW) Sri Lanka Global footprint : 6 continents, 32 countries

28. Suzlon Energy Ltd. Locations Products Bhuj, Gandhidham, Vadodra, Daman, Dhule, Chakan, Padubidri, Coimbatore, Pondicherry Nacelles, Forging & Foundry components, Rotor blades, Gearbox *, Control Systems, Generators, Towers Tianjin, Baotau Nacelles, Rotor blades, Gearbox *, Control Systems, Generators Pipestone, Minnesota Rotor blades Germany, Portugal WTG, Rotor blades Gearbox* - through Hansen Global manufacturing and R&D

29. Suzlon Energy Ltd. Customer’s patronage CustomerMW*Project TypeProject States DLF Group217.50PPAGuj., Raj, TN Hindustan ZInc50.70PPARaj, Ktk MSPL Group137.50PPAMah., Ktk Techno Electric110.45PPATN, Ktk RSMML91.3PPARaj Tata Group88.65PPAMah Ruchi Group87.90PPAGuj, MP, Mah, Raj, TN Gujarat NRE Coke87.50PPAGuj GACL83.75EWAGuj Aditya Birla Group75.00PPAMah Bajaj Auto Group68.00EWAMah Green Infra (IDFC)64.00PPAMah., TN GSPC61.50EWAGuj G. N. Agrawal52.20PPAKN, Mah, TN, Raj ONGC51.00EWAGuj Ramco Group48.10EWAGuj., Ktk, TN Reliance Group45.00PPAMah ITC Group41.20EWAMah, TN K S Oils Group32.80PPAGuj, MP, Raj., TN Indian Oil21.50EWAGuj Indian Railways10.50EWATN FY10-11 Orders Distribution by MW * Cumulative MW commissioned as of 31 st March 2011 New Business Repeat Business Over 1500 customers in India from across the industry sectors & geographies Customer mix comprising of small / medium businesses, large corporate, PSUs and IPPs High customer patronage as reflected in repeat business share

30. Suzlon Energy Ltd. Presence in India #1 position and leading market share of in India for 13 years consecutively Installed base of more than 6500 MW Four mega size wind farms including Asia’s largest wind farm at Kutch (Gujarat) 40 wind farms across 8 states World class manufacturing facilities catering to leading world markets Sankaneri wind farm in Tamil Nadu Over 650 MW & expanding… Dhule wind farm in Maharashtra 700+ MW & expanding… Farms at Soda-Mada, Sadiya and Pohra in Rajasthan with a total capacity of 400+ MW & expanding… Wind farms in Karnataka; total capacity more than 490 MW & expanding… Footprint in India

31. Suzlon Energy Ltd. Sourcing the suitable land –bank for project Scientific wind study at location using a met-mast Ensuring required sub-station capacity for enabling power evacuation to nearby transmission grid Infrastructure & access road development Movement of material at site Turbine erection and commissioning Wind park development process

32. Suzlon Energy Ltd. Project execution & asset management Installation & Commissioning Site Infrastructure & Civil Foundation Electrical Sub-station & Local Transmission Lines On Site Testing & Maintenance Wind Farm Automation with SCADA 24X7 Centralized Control & Monitoring Dedicated CRM & KAM SupportWeb enabled reports for customers

33. Suzlon Energy Ltd. Comprehensive O&M solution Site CMS Center Web enabled access to reports for customers Web enabled access to reports for customers Site VSAT Suzlon HO VSAT Fully automated wind farm management with SCADA system 24 X 7 service by trained engineers at site No hidden cost ! All inclusive long term O&M contract (major components, spares, consumables & services) 95% machine availability guarantee Web Enabled Access to generation reports

34. Suzlon Energy Ltd. Trust & Relationship Leadership in key markets Vast Experience with more than 13 GW installations High customer patronage Trust & Relationship Leadership in key markets Vast Experience with more than 13 GW installations High customer patronage Maximizing Returns Optimizing cost per kWh, Economies of Scale with Large Wind Parks Maximizing Returns Optimizing cost per kWh, Economies of Scale with Large Wind Parks Investing with Confidence Value for money, Timely deliveries & Secure life cycle support Investing with Confidence Value for money, Timely deliveries & Secure life cycle support Easy & Hassle-free Business Model Turbine Supply, Supervision, Commissioning & Asset management with Single Point Coordination Easy & Hassle-free Business Model Turbine Supply, Supervision, Commissioning & Asset management with Single Point Coordination Choice and Flexibility Wider options of project locations and turbine sizes to build a scalable portfolio Choice and Flexibility Wider options of project locations and turbine sizes to build a scalable portfolio Peace of Mind Credibility through proven track record & satisfaction of large customer base Peace of Mind Credibility through proven track record & satisfaction of large customer base Value creation for customers

35. Suzlon Energy Ltd. Corporate Social Responsibility

36. Suzlon Energy Ltd. Thank you! For business enquiries, contact Suzlon Energy Ltd 9 th Floor, Eros Corporate Tower, Nehru Place, New Delhi. Landline: 011 46506000 www.suzlon.com amitabh.gupta@suzlon.com